+892.4%
APP vs XHB
+36.1%
+856.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.5% | +11.4% | +10.5% |
| 7D | +71.2% | +1.3% | +69.9% | +68.9% |
| 30D | +39.1% | +7.8% | +31.3% | +33.0% |
| 3M | +16.5% | -5.5% | +22.0% | +18.7% |
| 6M | -16.6% | -2.6% | -14.0% | -16.6% |
| YTD | -41.9% | +0.4% | -42.3% | -43.4% |
| 1Y | -37.0% | -1.0% | -36.1% | -38.3% |
| 3Y | +892.4% | +37.3% | +855.1% | +534.3% |
| All | +892.4% | +36.1% | +856.4% | +534.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded XHB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling